[WSBAPT] Means Tested Benefits Expert

[Brink, Kerry]

Sean Bleck, Barbara Isenhower, Jacob Menasche

Brilliant people, all.

Best regards,
Kerry
Kerry E. Brink * Attorney at Law

Estate Planning, Probate, Elder Law

[cid:image001.png at 01D33865.5D37D9B0]

1201 Pacific Avenue, Suite 1900
PO Box 1315
Tacoma, WA 98401-1315
Office: 253-383-3791
Direct: 253-591-8555
Fax: 253-383-6377
www.vjglaw.com<http://www.vjglaw.com/>


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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of steve mcconnell
Sent: Thursday, April 26, 2018 10:27 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Means Tested Benefits Expert


Client bequeathing his sizeable estate in equal shares to three children, two directly, one to an existing special needs trust for adult child with significant disabilities and medical issues. Client wants to give some funds now directly to disabled child, special needs trustees also have questions as to permissible future distributions without impacting benefits which, given disabled person's medical needs, are significant. Any recommendations as to someone specializing in these issues? This is well above my pay grade.



Thanks in advance.


Steven M. McConnell
Attorney at Law
144 Railroad Ave., Suite 308
Edmonds, WA  98020-4100
Tel:  (206) 783-0201
Fax: (206) 789-5199
Email:  smcconnelllaw at hotmail.com<mailto:smcconnelllaw at hotmail.com>

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